

Our investment philosophy is to identify investments that are -
1) Undervalued public companies due to:
- Undiscovered by market
- Not understood by market
- Lack management breadth but have good projects
- Lack financial resources but have good projects
2) Private companies in global markets that want to list in western public markets within 1 to 2 years
3) Part of a merger and acquisition transaction and require a strategic investor
4) Companies in start up mode or early stage exploration - significant exploration upside
5) Claim acquisitions on prospective ground which need financing to complete the transaction
Investment Process
- No investment to exceed one third of fund's capital
- Rigorous investment selection process on a case by case basis:
- Identify investment opportunities for further evaluation
- Technical assessment and economic valuation
- Investment proposals are subjected to a series of filters, including country risk, technical merit, management risk, exit strategy
- Key selection criteria is asset quality and investment return
- Investment committee makes final decision on all investments
Generating Wealth for Shareholders
Sources of revenue generation - capital gains from investments which would be realized upon sale of interest in each investment through the following exit strategies:
- Strategic buyers
- Initial public offerings
- Public market secondary sales
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